Business

Are your business goals aligned with your personal financial plan? 

At Maverick Financial, we're business owners too and understand the importance of building a solid financial foundation and managing key relationships required for your success.  Whether you are a solo act or have many stakeholders, you do not need to go it alone. 

We partner with you to simplify your financial life and provide direction on your next steps. 

We begin by pinpointing your two plans: 

Personal Financial Plan: What is the status of your personal Financial Plan?  We take you through a process to pinpoint your goals and determine if you are on track for achieving those goals.  Then, we identify any blind spots that could inadvertently interfere with your financial plan. 

Business Assessment: Through a series of questions and assessments, we create a financial picture or dashboard of your organization reviewing financial and non-financial measures.  We facilitate quarterly meetings to review and provide guidance on your key measures and steps toward improvement.  Steady progression toward these metrics is vital to enhance the value of your business.